Accounting › Reachable by link
Set a Connection Up by Hand
For a corporate file exchange, where there is no sign-in and the endpoint, the directories and the credentials really are typed. Seven steps, each narrowed by the last, asking only what this bank and this channel need.
Where to find it
- Module: Accounting
- Group: More
- Section: Reachable by link
- Screen: Set a Connection Up by Hand
Address in the console: /accounting/connect-a-bank-manually
Workspace · 0 columns
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.